Oakmont Corp holds a focused book of 31 stocks worth $502.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Trulieve Cannabis Corp and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Oakmont Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| TD Waterhouse Canada Inc. | 32 / 31 | $6.7B |
| NewEdge Advisors, LLC | 32 / 31 | $5.5B |
| &PARTNERS | 32 / 31 | $4.1B |
| Arax Advisory Partners | 32 / 31 | $2.2B |
| Integrated Wealth Concepts LLC | 32 / 31 | $1.8B |
| SHP Wealth Management | 32 / 31 | $111.2M |
| BlackRock, Inc. | 31 / 31 | $1.6T |
| STATE STREET CORP | 31 / 31 | $963.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Oakmont Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon.com Inc COM | $83.4M | 349.8K | 16.6% | ▼−11% Reduced · −45K sh | |
| 2 | Microsoft Corp COM | $58.9M | 157.9K | 11.7% | ▼−11% Reduced · −20K sh | |
| 3 | Mastercard Incorporated CL A | $56.9M | 110.7K | 11.3% | ▼−11% Reduced · −14K sh | |
| 4 | Apple Inc COM | $50.8M | 175.6K | 10.1% | ▼−12% Reduced · −23K sh | |
| 5 | Nvidia Corporation COM | $50.5M | 252.4K | 10.1% | ▼−11% Reduced · −32K sh | |
| 6 | SPDR S&P 500 ETF TR TR UNIT | $38.2M | 51.2K | 7.6% | ▼−9.8% Reduced · −6K sh | |
| 7 | Transdigm Group Inc COM | $31.0M | 23.3K | 6.2% | ▼−12% Reduced · −3K sh | |
| 8 | S&P Global Inc COM | $30.5M | 74.9K | 6.1% | ▼−11% Reduced · −9K sh | |
| 9 | Fair Isaac Corp COM | $26.7M | 22.3K | 5.3% | ▼−11% Reduced · −3K sh | |
| 10 | Walmart Inc COM | $25.9M | 229.1K | 5.2% | ▼−11% Reduced · −29K sh | |
| 11 | Waste Connections Inc COM | $25.1M | 150.6K | 5.0% | ▼−11% Reduced · −19K sh | |
| 12 | Costco Wholesale Corp COM | $18.9M | 20.2K | 3.8% | ▼−11% Reduced · −3K sh | |
| 13 | Blacksky Technology Inc CL A NEW | $1.5M | 53.2K | 0.3% | —Held | |
| 14 | Trulieve Cannabis Corp SUB VTG SHS | $1.1M | 1.51M | 0.2% | ▲New New position | |
| 15 | Alphabet Inc- CL A CAP STK CL A | $674K | 1.9K | 0.1% | —Held | |
| 16 | Alphabet Inc- CL C CAP STK CL C | $666K | 1.9K | 0.1% | —Held | |
| 17 | Home Depot Inc COM | $364K | 1.0K | 0.1% | —Held | |
| 18 | Intel Corp COM | $315K | 2.3K | 0.1% | —Held | |
| 19 | RTX Corporation COM | $268K | 1.4K | 0.1% | —Held | |
| 20 | Aflac Inc COM | $171K | 1.5K | 0.0% | —Held | |
| 21 | Deere & Co COM | $112K | 176 | 0.0% | —Held | |
| 22 | Carrier Global Corporation COM | $104K | 1.4K | 0.0% | —Held | |
| 23 | International Business Machs COM | $92K | 327 | 0.0% | ▼−52% Reduced · −350 sh | |
| 24 | Bank America Corp COM | $83K | 1.5K | 0.0% | —Held | |
| 25 | Chubb Limited COM | $82K | 240 | 0.0% | —Held | |
| 26 | Amgen Inc COM | $72K | 198 | 0.0% | —Held | |
| 27 | Otis Worldwide Corp COM | $50K | 705 | 0.0% | —Held | |
| 28 | Union Pac Corp COM | $49K | 180 | 0.0% | —Held | |
| 29 | Cummins Inc COM | $46K | 65 | 0.0% | —Held | |
| 30 | Norfolk South Corp COM | $35K | 110 | 0.0% | —Held | |
| 31 | Stryker Corporation COM | $31K | 100 | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/924171/holdings"
Use Arkolith to show OAKMONT Corp's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 31 | $502.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 31 | $526.5M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 31 | $578.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.